Sax Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Buy |
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|
2025
Q2 | $919K | Buy |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $248K | Buy |
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